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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Whitby is a financial advisor who has been in the industry since 1996. Thomas is currently registered as a registered representative with Mission Wealth Management, LP and Logic Capital Management, LLC, both of which are headquartered in Houston, TX. Prior to joining these firms, Thomas worked at LINSCO/PRIVATE LEDGER CORP. in Houston, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/28/2025 - Present
Mission Wealth Management, LP (Houston TX)
TX
03/04/1996 - 02/10/2006
LINSCO/PRIVATE LEDGER CORP. (HOUSTON TX)
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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